Step 1
IC Name
  • Users begin to create their information collections by adding fields during the Build step. To add fields, a user must first enter the IC Name in the "Enter IC Name" text field. This is the title of the agency’s form or the system document that collects data for grant purposes; for example, Progress Performance Report. The user must enter a name before adding fields.
Step 2
Section Title (Optional)
  • After entering a name for the information collection, the user has the option to add a section title in the "Enter Section Title" text field. A section title allows the user to name a group of related data elements within the information collection for organizational purposes; for example, "Contact Person Information." Users must click "Add" to add a section title. When a section is not necessary, this step may be bypassed.
Step 3
Searching Existing Fields
  • Users can begin to add fields to their information collections by finding OMB-approved data elements, using SDER Library’s full-text key word search. Users can search all existing SDER Library fields for fields that match selected key words or phrases; or by using the All Fields drop-down menu, can limit the search to data element field label, data element name, set, or form name. After entering a key word or phrase (e.g., contact person name) into the text field, the user can then click "Find" to begin a full-text search. Users seeking results that exactly match the entered phrase should use quotation marks ("contact person name") to indicate that search results must show only identical fields. To add fields to a specific section, users must check the button next to the section.
  • Select a Form/Set
    • In the "Form Name" column, users can access the form detail page of any listed form by clicking on the hyperlink. The "Select" button allows users to view all fields in a form through a pop-up window.
      • Form Pop-up Window - A user can add all fields by clicking "Add" at the bottom of the pop-up window. The user can delete unwanted fields by using the "x" button at the end of the row, and then clicking "Add." After the user clicks "Add," all of the desired sections and fields will be added to the user’s information collection, as illustrated in Figure 7. Users can edit sections or fields that they have added, using the editing feature; or can remove fields or sections, using the "x" button.
    • The "Set" column also allows users to easily add fields that are in the same set to their information collections. Similar to the Form Name column, the user can access the set detail page through the hyperlink, and by pressing "Select," can access a pop-up window to add all fields in a set; or select fields to add, using the "x" button.
Create New Field
  • If a key word search does not return matching results, users can add their own fields to their information collections by selecting "Create New Field". This allows users to create and edit data elements by using the pop-up box. When users create their own fields, no data is pre-populated and there is no data element name field, as the field does not exist within SDER Library. As indicated by the asterisk, a user must enter a field label and instructions before adding the field.
Step 4
Always click "Save" to save your work.